The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABS | COM | 002824100 | 277 | 2,330 | SH | SOLE | 0 | 0 | 2,330 | ||
ABBVIE INC | COM | 00287Y109 | 614 | 3,798 | SH | SOLE | 0 | 0 | 3,798 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 937 | 335 | SH | SOLE | 0 | 0 | 335 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 743 | 267 | SH | SOLE | 0 | 0 | 267 | ||
ALTRIA GROUP INC | COM | 02209S103 | 435 | 8,317 | SH | SOLE | 0 | 0 | 8,317 | ||
AMAZON COM INC | COM | 023135106 | 2,123 | 650 | SH | SOLE | 0 | 0 | 650 | ||
AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 | 396 | 8,200 | SH | SOLE | 0 | 0 | 8,200 | ||
AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 | 206 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
AMETEK INC | COM | 031100100 | 360 | 2,700 | SH | SOLE | 0 | 0 | 2,700 | ||
AMGEN INC | COM | 031162100 | 492 | 2,036 | SH | SOLE | 0 | 0 | 2,036 | ||
APPLE INC | COM | 037833100 | 5,276 | 30,228 | SH | SOLE | 0 | 0 | 30,228 | ||
AT&T INC | COM | 00206R102 | 300 | 12,692 | SH | SOLE | 0 | 0 | 12,692 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 813 | 2,302 | SH | SOLE | 0 | 0 | 2,302 | ||
BK OF AMERICA CORP | COM | 060505104 | 295 | 7,194 | SH | SOLE | 0 | 0 | 7,194 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 265 | 3,637 | SH | SOLE | 0 | 0 | 3,637 | ||
CHEVRON CORP NEW | COM | 166764100 | 261 | 1,606 | SH | SOLE | 0 | 0 | 1,606 | ||
CISCO SYS INC | COM | 17275R102 | 325 | 5,773 | SH | SOLE | 0 | 0 | 5,773 | ||
CVS HEALTH CORP | COM | 126650100 | 283 | 2,801 | SH | SOLE | 0 | 0 | 2,801 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | 1,449 | 29,573 | SH | SOLE | 0 | 0 | 29,573 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,659 | 29,603 | SH | SOLE | 0 | 0 | 29,603 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 11,332 | 410,812 | SH | SOLE | 0 | 0 | 410,812 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 4,098 | 164,314 | SH | SOLE | 0 | 0 | 164,314 | ||
DISNEY WALT CO | COM | 254687106 | 363 | 2,646 | SH | SOLE | 0 | 0 | 2,646 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 200 | 2,282 | SH | SOLE | 0 | 0 | 2,282 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,208 | 14,655 | SH | SOLE | 0 | 0 | 14,655 | ||
FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 316092204 | 483 | 6,115 | SH | SOLE | 0 | 0 | 6,115 | ||
FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 33734X192 | 228 | 2,519 | SH | SOLE | 0 | 0 | 2,519 | ||
FS KKR CAP CORP | COM | 302635206 | 212 | 9,287 | SH | SOLE | 0 | 0 | 9,287 | ||
HINGHAM INSTN SVGS MASS | COM | 433323102 | 256 | 749 | SH | SOLE | 0 | 0 | 749 | ||
HONEYWELL INTL INC | COM | 438516106 | 248 | 1,274 | SH | SOLE | 0 | 0 | 1,274 | ||
INTEL CORP | COM | 458140100 | 358 | 7,246 | SH | SOLE | 0 | 0 | 7,246 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 213 | 1,623 | SH | SOLE | 0 | 0 | 1,623 | ||
INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | 224 | 9,181 | SH | SOLE | 0 | 0 | 9,181 | ||
INVESCO EXCHANGE TRADED FD T | DYNMC LRG GWTH | 46137V746 | 202 | 2,800 | SH | SOLE | 0 | 0 | 2,800 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 319 | 5,687 | SH | SOLE | 0 | 0 | 5,687 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 3,434 | 34,028 | SH | SOLE | 0 | 0 | 34,028 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 2,119 | 16,539 | SH | SOLE | 0 | 0 | 16,539 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 818 | 6,589 | SH | SOLE | 0 | 0 | 6,589 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 7,130 | 15,727 | SH | SOLE | 0 | 0 | 15,727 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 870 | 8,102 | SH | SOLE | 0 | 0 | 8,102 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,608 | 21,689 | SH | SOLE | 0 | 0 | 21,689 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 3,876 | 50,694 | SH | SOLE | 0 | 0 | 50,694 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,646 | 10,547 | SH | SOLE | 0 | 0 | 10,547 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 819 | 9,794 | SH | SOLE | 0 | 0 | 9,794 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 401 | 3,357 | SH | SOLE | 0 | 0 | 3,357 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 656 | 8,446 | SH | SOLE | 0 | 0 | 8,446 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 893 | 3,329 | SH | SOLE | 0 | 0 | 3,329 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 353 | 2,127 | SH | SOLE | 0 | 0 | 2,127 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 904 | 3,247 | SH | SOLE | 0 | 0 | 3,247 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 567 | 3,520 | SH | SOLE | 0 | 0 | 3,520 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 345 | 4,558 | SH | SOLE | 0 | 0 | 4,558 | ||
ISHARES TR | U.S. TECH ETF | 464287721 | 618 | 5,992 | SH | SOLE | 0 | 0 | 5,992 | ||
ISHARES TR | U.S. REAL ES ETF | 464287739 | 566 | 5,234 | SH | SOLE | 0 | 0 | 5,234 | ||
ISHARES TR | U.S. FINLS ETF | 464287788 | 235 | 2,805 | SH | SOLE | 0 | 0 | 2,805 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 6,381 | 59,254 | SH | SOLE | 0 | 0 | 59,254 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 221 | 2,167 | SH | SOLE | 0 | 0 | 2,167 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 331 | 5,015 | SH | SOLE | 0 | 0 | 5,015 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 255 | 2,615 | SH | SOLE | 0 | 0 | 2,615 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 345 | 3,150 | SH | SOLE | 0 | 0 | 3,150 | ||
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 214 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 2,430 | 46,975 | SH | SOLE | 0 | 0 | 46,975 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 553 | 5,016 | SH | SOLE | 0 | 0 | 5,016 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 533 | 14,642 | SH | SOLE | 0 | 0 | 14,642 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 356 | 7,102 | SH | SOLE | 0 | 0 | 7,102 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 4,677 | 108,788 | SH | SOLE | 0 | 0 | 108,788 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 6,516 | 172,805 | SH | SOLE | 0 | 0 | 172,805 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 313 | 6,202 | SH | SOLE | 0 | 0 | 6,202 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 1,792 | 16,780 | SH | SOLE | 0 | 0 | 16,780 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 5,047 | 65,093 | SH | SOLE | 0 | 0 | 65,093 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 758 | 5,630 | SH | SOLE | 0 | 0 | 5,630 | ||
ISHARES TR | MSCI USA MMENTM | 46432F396 | 548 | 3,260 | SH | SOLE | 0 | 0 | 3,260 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 494 | 7,394 | SH | SOLE | 0 | 0 | 7,394 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,125 | 30,661 | SH | SOLE | 0 | 0 | 30,661 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 2,049 | 42,208 | SH | SOLE | 0 | 0 | 42,208 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 302 | 6,125 | SH | SOLE | 0 | 0 | 6,125 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 588 | 11,821 | SH | SOLE | 0 | 0 | 11,821 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 513 | 9,597 | SH | SOLE | 0 | 0 | 9,597 | ||
ISHARES TR | U.S. FIXED INCME | 46435U796 | 1,225 | 13,219 | SH | SOLE | 0 | 0 | 13,219 | ||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 1,004 | 20,175 | SH | SOLE | 0 | 0 | 20,175 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,152 | 6,494 | SH | SOLE | 0 | 0 | 6,494 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 629 | 4,621 | SH | SOLE | 0 | 0 | 4,621 | ||
LORDSTOWN MOTORS CORP | COM CL A | 54405Q100 | 38 | 11,035 | SH | SOLE | 0 | 0 | 11,035 | ||
MICROSOFT CORP | COM | 594918104 | 2,558 | 8,299 | SH | SOLE | 0 | 0 | 8,299 | ||
NUVEEN FLOATING RATE INCOME | COM | 67072T108 | 196 | 19,437 | SH | SOLE | 0 | 0 | 19,437 | ||
NVIDIA CORPORATION | COM | 67066G104 | 680 | 2,494 | SH | SOLE | 0 | 0 | 2,494 | ||
PEPSICO INC | COM | 713448108 | 289 | 1,719 | SH | SOLE | 0 | 0 | 1,719 | ||
PFIZER INC | COM | 717081103 | 315 | 6,075 | SH | SOLE | 0 | 0 | 6,075 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,117 | 20,415 | SH | SOLE | 0 | 0 | 20,415 | ||
PROLOGIS INC. | COM | 74340W103 | 1,168 | 7,226 | SH | SOLE | 0 | 0 | 7,226 | ||
REALTY INCOME CORP | COM | 756109104 | 1,807 | 26,063 | SH | SOLE | 0 | 0 | 26,063 | ||
REPLIGEN CORP | COM | 759916109 | 324 | 1,720 | SH | SOLE | 0 | 0 | 1,720 | ||
RLI CORP | COM | 749607107 | 332 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
ROGERS CORP | COM | 775133101 | 324 | 1,193 | SH | SOLE | 0 | 0 | 1,193 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 562 | 7,148 | SH | SOLE | 0 | 0 | 7,148 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 275 | 3,631 | SH | SOLE | 0 | 0 | 3,631 | ||
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 219 | 5,709 | SH | SOLE | 0 | 0 | 5,709 | ||
SESEN BIO INC | COM | 817763105 | 12 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 554 | 3,052 | SH | SOLE | 0 | 0 | 3,052 | ||
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 78463X756 | 289 | 5,129 | SH | SOLE | 0 | 0 | 5,129 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 557 | 1,234 | SH | SOLE | 0 | 0 | 1,234 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 1,810 | 3,682 | SH | SOLE | 0 | 0 | 3,682 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 540 | 4,216 | SH | SOLE | 0 | 0 | 4,216 | ||
STARBUCKS CORP | COM | 855244109 | 251 | 2,753 | SH | SOLE | 0 | 0 | 2,753 | ||
TESLA INC | COM | 88160R101 | 981 | 911 | SH | SOLE | 0 | 0 | 911 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 209 | 408 | SH | SOLE | 0 | 0 | 408 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 969 | 3,517 | SH | SOLE | 0 | 0 | 3,517 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 462 | 5,802 | SH | SOLE | 0 | 0 | 5,802 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 517 | 1,249 | SH | SOLE | 0 | 0 | 1,249 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 1,460 | 13,486 | SH | SOLE | 0 | 0 | 13,486 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 236 | 1,340 | SH | SOLE | 0 | 0 | 1,340 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 7,477 | 25,996 | SH | SOLE | 0 | 0 | 25,996 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,300 | 22,322 | SH | SOLE | 0 | 0 | 22,322 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,169 | 5,489 | SH | SOLE | 0 | 0 | 5,489 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 361 | 1,587 | SH | SOLE | 0 | 0 | 1,587 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 224 | 3,775 | SH | SOLE | 0 | 0 | 3,775 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,545 | 33,433 | SH | SOLE | 0 | 0 | 33,433 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 988 | 19,191 | SH | SOLE | 0 | 0 | 19,191 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 257 | 3,297 | SH | SOLE | 0 | 0 | 3,297 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 248 | 2,878 | SH | SOLE | 0 | 0 | 2,878 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 3,184 | 19,638 | SH | SOLE | 0 | 0 | 19,638 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 466 | 9,708 | SH | SOLE | 0 | 0 | 9,708 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 10,690 | 95,259 | SH | SOLE | 0 | 0 | 95,259 | ||
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 2,385 | 35,293 | SH | SOLE | 0 | 0 | 35,293 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 789 | 15,445 | SH | SOLE | 0 | 0 | 15,445 | ||
WELLS FARGO CO NEW | COM | 949746101 | 303 | 6,241 | SH | SOLE | 0 | 0 | 6,241 | ||
WELLTOWER INC | COM | 95040Q104 | 474 | 4,927 | SH | SOLE | 0 | 0 | 4,927 | ||
WORKHORSE GROUP INC | COM NEW | 98138J206 | 53 | 10,300 | SH | SOLE | 0 | 0 | 10,300 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 277 | 2,816 | SH | SOLE | 0 | 0 | 2,816 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,508 | 4,149 | SH | SOLE | 0 | 0 | 4,149 | ||
INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 46138E198 | 236 | 4,242 | SH | SOLE | 0 | 0 | 4,242 |